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posted Jun 4, 2019 5:52:58 PM

Do i have to add my Optum 1099-SA to the federal side as all it was, was a transfer from Optum ($2700.96) to Fidelity?

I had a HSA transfer from Optum to Fidelity this past year. Optum transferred $2700.96 over to Fidelity. I have a 1099-SA from Optum for $2700.96 Do I need to put this in the return? I do have a 1099-SA from Fidelity. This is all very confusing and made a big difference when I took the Optum out of the Federal part.

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Level 15
Jun 4, 2019 5:52:59 PM

Yes, this must appear on Form 8889.  You do this by entering the Form 1099-SA into TurboTax, indicating that you didn't use it entirely for medical expenses, that you didn't spend any of it on medical expenses, then enter $2,700.96 as the amount rolled over.  TurboTax will include the $2,700.96 on Form 8889 lines 14a and 14b.

1 Replies
Level 15
Jun 4, 2019 5:52:59 PM

Yes, this must appear on Form 8889.  You do this by entering the Form 1099-SA into TurboTax, indicating that you didn't use it entirely for medical expenses, that you didn't spend any of it on medical expenses, then enter $2,700.96 as the amount rolled over.  TurboTax will include the $2,700.96 on Form 8889 lines 14a and 14b.